River Wealth Advisors’s Southern Company SO Stock Holding History

River Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$612K	Buy
2025 Q2	$593K	Sell
2025 Q1	$597K	Sell
2024 Q4	$558K	Buy
2024 Q3	$609K	Buy
2024 Q2	$521K	Buy
2019 Q1	–	Sell
2018 Q4	$49K	Hold
2018 Q3	$49K	Sell
2018 Q2	$58K	Buy